Building on Success to Introduce Scalable SEM to New Markets Part 1: Insights from California’s ongoing process to develop SEM programs Part 2: How to leverage DOE’s latest SEM tool: 50001 Ready program Dr. Peter Therkelsen Lawrence Berkeley National Laboratory November 08, 2017 1
Lawrence Berkeley National Laboratory 2
Part 2: How to leverage DOE’s latest SEM tool: 50001 Ready program 3
Wild Turkeys 1 - LBNL 0 4
ISO 50001 and SEM • What it is: — Flexible framework for managing energy — Management model for continual improvement of energy performance — Set of requirements allowing for third party verification of conformance • What it does: — Builds institutional knowledge — Engages all staff (executive, facility, procurement, communications … ) — Reduces business risk associated with energy cost and supply — Establishes culture around energy performance improvement — Enables cost-effective and rapid investment in advanced energy efficient technologies 5
ISO 50001: Initial performance data 6
US DOE ISO 50001 based offerings 50001 Ready recognition: Self-attestation prepares organizations for certification options — recommended but not required! ISO 50001 certification: 1. Confirm completeness of system management and review cycles 2. Third-party audit to verify conformance to ISO 50001 standard ISO 50001 and SEP certification: ISO 50001 certification, plus demonstrate energy performance improvement: 1. Top-down regression analysis 2. Bottom-up sanity check 3. Third-party audit to verify energy performance improvement 7
Energy.gov/50001Ready Key Takeaways • Energy.gov/50001ready 8
50001 Ready Navigator – Online ISO 50001 based guide to EnMS implementation • Online step-by-step approach towards ISO 50001 based energy management system standard implementation • Guidance broken into straight forward sections, including: • Getting It Done – what specifically needs to be accomplished • Task Overview – how does this task connect with ISO 50001 • Full • Full Guidance – comprehensive guidance about the task • Transition Tips – from other ISO management systems • Form teams and assign tasks to team members • Access over 100 related resources 9
EnPI Lite – Online facility boundaries M&V tool EnPI Lite is a web based calculator that estimates energy savings relative to relevant variables, like production levels and weather, using linear regression EnPI Lite Steps: 1. Input Energy Consumption and Relevant Variable Data 2. Regression Analysis ( automatic ) 3. Adjust Data / Models as needed 4. Download Results Note: Provides the same fundamental analysis as the other DOE EnPI tools with similar options 10
Co-branding and customization • Navigator has been developed on open-source standards to enable co-branding and customization. • Issue 50001 Ready recognition as a partner organization • Add Tooltips, Resources and FAQs specific to your organizational or regulatory requirements • Track overall process of ongoing projects 11
First 50001 Recognized facility – in PA • 266,000 square foot fruit and vegetable refrigerated warehouse • Started project in May; recognized as 50001 Ready in June — 5 weeks engagement, approx 80 hours effort • Drew from expertise from every department, including HR, accounting, packing, warehouse, and executive leadership • “Great refresher” for reconfirming operations and lessons learned from previous engagement with utility Continuous Energy Improvement program • Hope to use EnMS practices to improve ENERGY STAR score 12
Find out more! Visit the 50001 Ready website at energy.gov/50001Ready • Download infosheets and FAQs • Find links to the Navigator and EnPI Lite • See 50001 Ready facilities **coming soon! • Read case studies and additional resources • Read more about ISO 50001 and related programs 13
SEM program design tool 14
SEM program design tool 15
Partner with utility ecosystem to incorporate 50001 Ready into SEM programs Increase the number of facilities adopting an 50001 based energy management system 16
Divergence between DOE goal and SEM resources SEM programs reference existing programs Increase the number of • Those programs are not aligned facilities adopting an ISO with 50001 50001 based energy • Materials from those programs management system is proprietary or hard to get • Material is difficult to edit 17
Value propositions of basing a utility SEM program on ISO 50001 • It is where the market is going — Rapidly becoming the global standard in more than just name • Will impact supply chains • DOE recognition for customers • Platform to know that culture of continual improvement is thriving • Works for your customers — Facilities in multiple service territories and across state lines — Allows the company to seek ISO certification or not, but they are in line for it — Clear statement of sustainability practices • Establishes a clear benchmark for energy management 18
Objective – Converge SEM best practices with ISO 50001 Ready enhancements Create a 50001 Ready “SEM” Work with the utility Reference Design "ecosystem" to adopt the design • Publicly and easily available • Configurable • National/regional entities (CEE, • Guidance REEOs, ACEEE) • Based on proven approaches • Utilities, PBAs • Implementation contractors • Regulators 19
50001 Ready SEM reference design 50001 Ready Program 50001 Ready SEM Reference Design SEM Speak 20
Why a 50001 Ready SEM “reference” design 50001 Ready in Publicly Configurable “SEM Speak” Available • 50001 Ready • Easy to find • Open Source for Utilities • Available to • Source • Allows all: Utilities, documents facilities Implementers, available working with Evaluators, utilities to seek regulators, etc. • Easy to edit 50001 Ready and modify attestation 21
Four “buckets” of utilities/PBAs Recent SEM No Current No Current Established SEM Program (1-5 Program- Launch Program- Looking Program (>5 years) years) w/in 1 yr to Launch • BC Hydro (67) • Ameren Illinois (8) • California • Duke • BPA (92) • Commonwealth • NYSERDA • Massachusetts Edison (18) • ETO (192) • National Grid • Hydro Quebec • TVA (20) • Idaho (26) • Nova Scotia (11) • PacifiCorp (17) • Vermont (14) • Wisconsin (30) • Xcel (146) 22
Benefits for utilities with no SEM program Better Customer Offering Faster SEM Program Start-up Lower SEM Program Start-up Costs More SEM Program Implementers Better Alignment with Other Utilities 23
Approach 24
Timeline for 50001 Ready “SEM” reference program design October 2017 • Design Document Draft December 2017 • Implementation Materials Draft March 2017 • TBD: Utility and Implementation Tools Draft 25
We want partners, not just reviewers To work with us to finalize the 50001 Ready SEM program design and then launch it! 26
energy.gov/50001Ready energy.gov/ISO50001 Contact Information Dr. Peter Therkelsen ptherkelsen@lbl.gov (510) 486-5645 27
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